Financial Literacy Coordinator

Community Teamwork Inc; Lowell (MA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

4 Weeks PTO

Paid holidays

Health insurance

Tuition reimbursement

401K retirement plan

Job summary

Community Teamwork Inc in Lowell, MA is seeking a Financial Education Coordinator to deliver coaching, coordinate programming including the Financial Literacy Academy, and support CTI’s VITA initiative. The role emphasizes case management, outreach, and workshop facilitation to improve banking, budgeting, and personal finance knowledge.

The position requires collaboration with multiple departments, occasional off-site travel, and data reporting.

Qualifications

• High school diploma or equivalent required.
• Associate degree preferred; related field helpful.
• Ability to become IRS Tax Preparer certified within timeframe.
• Strong interviewing, goal-setting, and documentation skills.
• Solid math and money management, budgeting knowledge.
• Knowledge of community resources for low-income households.
• Public speaking, outreach, and marketing skills.
• MS Word, Excel and data management tools (Salesforce) experience.
• Excellent customer service and written/oral communication.
• Ability to maintain confidential records and travel locally.

Responsibilities

• Provide financial coaching and case management to clients and schedule sessions.
• Assist households with accessing community resources and enrollment.
• Manage Financial Literacy Academy: coordinate events, recruit instructors, lead workshops.
• Facilitate outreach and workshops; teach financial topics and trainings.
• Occasionally travel to CTI shelters and local sites.
• Assist VITA program: recruit, train, and support volunteers; assist with tax returns.
• Develop social media content for posting and outreach.
• Build relationships with internal programs and external partners.
• Maintain accurate weekly, monthly, and quarterly reports.

Skills

Public speaking

Outreach

Marketing

Customer service

Interpersonal skills

MS Word

Excel

Salesforce

Data management

Written communication

Education

High school diploma

Associate degree

Tools

Salesforce

MS Word

Excel

Job description

Community Teamwork is a private non-profit organization located in Lowell MA. We employee over 600 employees and are a catalyst for social change. We leverage our programs, our partnerships, and our collective voice to foster equity, compassion, and community engagement by creating housing, education, and economic opportunities.

Position Summary: The Financial Education Coordinator is responsible for delivering financial coaching and coordinating and implementing CTI’s financial education programming, including the Financial Literacy Academy, one-on-one financial coaching, workshops, and conferences. The role also assists in the delivery of CTI’s Volunteer Income Tax Assistance (VITA) program.

Essential Functions and Responsibilities:

• Provide financial coaching and case management to clients; schedule individual sessions with clients as needed to address specific issues regarding financial/credit management; refer clients to appropriate resources at CTI and in the community; perform intake and data collection on clients in care to ensure outcome measurement for reporting to funding sources.
• Assist household with stabilizing income by providing assistance with accessing internal and external community resources and assisting with enrollment into those resources.
• Manage CTI's Financial Literacy Academy; includes coordinating and facilitating events, recruiting volunteer instructors, leading workshops, and securing space.
• Facilitate outreach and workshop presentations. Collaborate with program staff and other departments to provide programming that increases knowledge of banking, saving, budgeting and overall personal money management. Teach various financial workshops and/or trainings.
• Occasionally travel to and perform work off-site at CTI shelters and other local sites.
• Assist in the facilitation of the agency's Volunteer Income Tax Assistance Program; including recruitment, training and supporting the volunteers; provide outreach to clients review and submit all returns;
• Assist in the development of social media content for posting
• Facilitate outreach and workshop presentations
• Build relationships with internal programs, develop external partnerships to promote Financial Education Center programming
• Maintain accurate records for weekly, monthly, and quarterly reporting requirements.
• Uphold the values of CTI – Equity, Integrity, Compassion.

The duties listed above are representative of the work performed. Other related duties may be assigned.

Qualifications:

• High School degree or equivalent
• Minimum 1-year experience working with low income and culturally diverse individuals required
• Ability to become certified as an IRS Tax Preparer
• Demonstrated ability to conduct effective participant interviews, develop participant goals and case management plans and to document plans and participant outcomes.
• Solid math and money management skills and ability to work with clients to develop budgets. Basic understanding of personal finance issues and current marketplace for financial products and an interest in economic community development.
• Demonstrated knowledge of community resources available to low-income households.
• Public speaking, outreach, and marketing skills.
• Working knowledge of MSWord, Excel and data management programs, such as Salesforce.
• Excellent customer service, interpersonal, oral and written communication skills.
• Ability to maintain accurate records and maintain confidentiality of information.
• Strong ability to problem-solve.
• Ability to become certified in Financial Coaching, and Credit Repair within 12 months of hire.
• The ability to work flexible hours including some evenings, an occasional Saturday, and to travel to local community sites in the area.

Preferred Qualifications:

• Associate's degree in related fields such as Counseling, Business Administration, Social Work, Human Services.
• Previous experience in financial coaching

Compensation and Benefits:

At Community Teamwork, our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. We offer:

• 4 Weeks of Paid Time Off - Paid Sick Leave - 12 paid holidays.
• Medical, Dental, and Vision Insurance - Company Paid Life Insurance – Critical Illness Insurance-Pet Insurance
• Tuition Reimbursement - Career Advancement and Professional Development Opportunities
• 5% employer contribution to your 401K retirement account after 6 months of employment
• Great co-workers and a great mission with an outstanding Community Action offering a chance to help make a real difference in the lives of those we serve.

The base salary range represents the Agency’s good-faith estimate of the compensation for this role at the time of posting. Actual compensation within the range will be based on factors such as experience, skills, and qualifications.

Equal Opportunity Employer – Vets/Disabled

This is an exciting opportunity to become an integral member of an innovative team in an organization committed to excellence.